SVB Wealth Advisory »

iShares Dow Jones US Energy Sector shares owned by SVB Wealth Advisory

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by SVB Wealth Advisory from 13F filings

Historical chart of SVB Wealth Advisory investment in iShares Dow Jones US Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Energy Sector held by SVB Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Energy Sector by SVB Wealth Advisory

Quarter filed Position value Share count Share price at filing
2022-03-31 $1.5M 36k 40.93

More positions owned by SVB Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for SVB Wealth Advisory

Top funds holding iShares Dow Jones US Energy Sector

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
Bright Rock Capital Management
Crestwood Advisors
Advisor Group Holdings
Prospera Financial Services
Raymond James Financial Services Advisors
Mariner Wealth Advisors
Commonwealth Equity Services
Amg National Trust Bank
Citadel Advisors

View all funds holding iShares Dow Jones US Energy Sector